Filed December 19, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,058 | $69,305-49.4% | $82,313-57.4% | $69,631-49.7% |
| Participation rate | 99.3% | 80.3%+19.1pp | 76.9%+22.4pp | 70.7%+28.6pp |
| Annual return | 54.01% | 21.47%+32.5pp | 25.88%+28.1pp | 27571.02%-27517.0pp |
| Employer contribution / active EE | $1,568 | $1,887-16.9% | $2,428-35.4% | $2,032-22.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $149 | $97+53.5% | $5,608-97.3% | $110+35.1% |